Daniel P Joyce

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2013-01-05

TX RA
APPROVED

Since 2013-01-05

Branch Locations

11550 W Interstate 10 Ste 250, San Antonio, TX 78230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Primerica Financial Services	San Antonio	TX	02/1991	Present
Pfs Investments Inc.	San Antonio	TX	04/1993	Present
Northside Isd	San Antonio	TX	11/2012	Present

02/1991 → Present

Primerica Financial Services

San Antonio, TX
04/1993 → Present

Pfs Investments Inc.

San Antonio, TX
11/2012 → Present

Northside Isd

San Antonio, TX

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Renaissance Interests, Accountant, 11/2017 to Present.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-06-28
S63	Uniform Securities Agent State Law Examination	1983-11-16

S65 Uniform Investment Adviser Law Examination

2011-06-28
S63 Uniform Securities Agent State Law Examination

1983-11-16

Other Names

Dan Patrick Joyce
Daniel Patrick Joyce

View on SEC IAPD